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Ranked On: 28 March 2024
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Ps… | - | |
94.89% | 45.14% | % | % | % | 97.67% | 47.38% | % | % | % | 19.65% | -11.13% | -14.39% | -0.94% | 0.94 | 1.05 | 1.58 |
| Invesco India Psu Equity… | - | |
86.58% | 39.49% | 28.24% | 17.59% | 19.75% | 89.09% | 41.44% | 29.90% | 19.22% | 21.52% | 17.92% | -10.91% | -16.99% | -0.63% | 0.82 | 0.90 | 1.48 |
| Sbi Psu Fund | - | |
94.81% | 42.69% | 25.35% | 14.40% | 14.91% | 97.00% | 44.25% | 26.51% | 15.43% | 15.79% | 20.35% | -9.88% | -20.81% | -4.06% | 0.95 | 0.86 | 1.40 |
Return Calculated On: 02 May 2024
Ratios Calculated On: 28 March 2024
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Psu Equity Fund | 23386.8 | 18248.5 | 110059.2 | 75746.59 | ||||||||
| Invesco India Psu Equity Fund | 22389.6 | 17694.77 | 97704.0 | 71314.16 | 208140.0 | 151241.04 | 261080.4 | 231990.78 | 727956.0 | 389671.56 | ||
| SBI Psu Fund | 23377.2 | 18347.95 | 104598.0 | 75223.37 | 185712.0 | 157477.08 | 215342.4 | 226743.89 | 481668.0 | 347393.52 | ||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Psu Equity Fund | 23720.4 | 18401.47 | 115250.4 | 77687.93 | ||||||||
| Invesco India Psu Equity Fund | 22690.8 | 17832.05 | 101862.0 | 73016.5 | 221964.0 | 157412.82 | 287515.2 | 244971.97 | 842748.0 | 423601.8 | ||
| SBI Psu Fund | 23640.0 | 18472.2 | 108050.4 | 76672.15 | 194418.0 | 162282.96 | 229378.8 | 235426.97 | 519720.0 | 364804.92 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
-14.39 | -11.13 | -3.74 | 19.65 | 12.86 |
| Invesco India Psu Equity Fund |
-16.99 | -10.91 | -4.46 | 17.92 | 12.29 |
| Sbi Psu Fund |
-20.81 | -9.88 | -4.93 | 20.35 | 13.58 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
1.58
|
1.05
|
1.92
|
0.40
|
-0.94
|
0.94 |
0.95
|
|
3.13
|
-3.6525
|
| Invesco India Psu Equity Fund |
1.48
|
0.90
|
1.72
|
0.39
|
-0.63
|
0.82 |
0.88
|
|
3.01
|
-8.4070
|
| Sbi Psu Fund |
1.40
|
0.86
|
1.91
|
0.38
|
-4.06
|
0.95 |
0.90
|
|
2.89
|
-6.3571
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
0.00%
|
1.70%
|
6.63%
|
9.15%
|
62.82%
|
94.89%
|
45.14%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
0.00%
|
2.32%
|
6.47%
|
13.20%
|
56.82%
|
86.58%
|
39.49%
|
28.24%
|
17.59%
|
19.75%
|
%
|
| SBI Psu Fund |
0.00%
|
2.03%
|
8.58%
|
10.70%
|
63.23%
|
94.81%
|
42.69%
|
25.35%
|
14.40%
|
14.91%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
0.00%
|
1.72%
|
6.74%
|
9.53%
|
63.93%
|
97.67%
|
47.38%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
0.00%
|
2.34%
|
6.59%
|
13.56%
|
57.81%
|
89.09%
|
41.44%
|
29.90%
|
19.22%
|
21.52%
|
%
|
| SBI Psu Fund |
0.00%
|
2.05%
|
8.68%
|
11.01%
|
64.15%
|
97.00%
|
44.25%
|
26.51%
|
15.43%
|
15.79%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
108.54%
|
54.81%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
98.07%
|
49.84%
|
38.01%
|
28.57%
|
22.28%
|
%
|
| SBI Psu Fund |
110.43%
|
54.23%
|
39.77%
|
27.92%
|
20.16%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
111.45%
|
56.92%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
100.65%
|
51.77%
|
39.75%
|
30.12%
|
23.83%
|
%
|
| SBI Psu Fund |
112.80%
|
55.82%
|
41.08%
|
28.99%
|
21.06%
|
%
|